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Alex_L
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Membre depuis ‎nov. 17, 2021
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Activité

CJones3 le Décembre 01, 2022
bulk add collaborators to deals
Would be great to have the tools to bulk add collaborators to deals in Hubspot so when we have a new colleague join us we can add them into their partners deals as they work together on each of them. Currently new collaborators need to be manually a Lire la suite
Répondre Idée Deals
44 Mentions J'aime
17 Réponses
Alex_L
Participant
Avril 07, 2023
+1 for bulk editing for collaborators. Prior to this field, we created 5 custom properties for team members associated with a deal. Would like a wor...Lire la suite
Résolues
Alex_L le Février 21, 2023
Custom Report - Activities by Team Member and Pipeline
Hello, We would like to track activities by team member and pipeline as a bar chart. Essentially, the X-axis will be the pipeline, Y-axis is the count of activities and each vertical bar will be broken down by team member name. I have a si Lire la suite
Répondre Discussion Professional
0 Mention J'aime
2 Réponses
Alex_L
Participant
Février 22, 2023
Thanks @karstenkoehler ! That makes more sense with Activity Assigned To as the breakdown.
Résolues
Alex_L le Février 21, 2023
Custom Report - Activities by Team Member and Pipeline
Hello, We would like to track activities by team member and pipeline as a bar chart. Essentially, the X-axis will be the pipeline, Y-axis is the count of activities and each vertical bar will be broken down by team member name. I have a si Lire la suite
Répondre Discussion Professional
0 Mention J'aime
2 Réponses
Alex_L
Participant
Février 22, 2023
Thanks @karstenkoehler ! That makes more sense with Activity Assigned To as the breakdown.
Résolues
Alex_L le Février 07, 2023
Deal Based Workflow to Force a Re-Calculation of a Custom Property
Hi, I am creating a deal-based workflow. We have a custom property calculation called Deal Score Intermediate which is influenced by Deal Amount, Deal Probability, and Days until Close (Time between Today's Date and Close Date). Is it possible Lire la suite
Répondre Discussion Professional
0 Mention J'aime
4 Réponses
Alex_L
Participant
Février 07, 2023
Hey @karstenkoehler , Brain-fart...I toggled those one, I forgot we had to toggle re-enrollment for those criteria even after identified as a t...Lire la suite
revilo le Mai 25, 2020
Round up decimal points in Reports
Make it possible to round up figures in dashboards and reports so that there are not figures with long lists of decimals.
Répondre Idée Account Settings
46 Mentions J'aime
20 Réponses
Alex_L
Participant
Février 07, 2023
Upvote this idea, some data points look unappeasing on a dashboard. Thanks!
Résolues
Alex_L le Février 07, 2023
Deal Based Workflow to Force a Re-Calculation of a Custom Property
Hi, I am creating a deal-based workflow. We have a custom property calculation called Deal Score Intermediate which is influenced by Deal Amount, Deal Probability, and Days until Close (Time between Today's Date and Close Date). Is it possible Lire la suite
Répondre Discussion Professional
0 Mention J'aime
4 Réponses
Alex_L
Participant
Février 07, 2023
Hey @karstenkoehler , Brain-fart...I toggled those one, I forgot we had to toggle re-enrollment for those criteria even after identified as a t...Lire la suite
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